CFS
Commonwealth Financial Services’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
2,090
+111
| +6% | +$13.2K | 0.05% | 179 |
|
|
2025
Q1 | $244K | Buy |
1,979
+112
| +6% | +$13.8K | 0.05% | 169 |
|
|
2024
Q4 | $213K | Buy |
+1,867
| New | +$213K | 0.04% | 181 |
|
|
2017
Q1 | $19K | Hold |
241
| – | – | 0.02% | 154 |
|
|
2016
Q4 | $20K | Buy |
241
+75
| +45% | +$6.22K | 0.02% | 135 |
|
|
2016
Q3 | $13K | Hold |
166
| – | – | 0.01% | 152 |
|
|
2016
Q2 | $13K | Hold |
166
| – | – | 0.02% | 159 |
|
|
2016
Q1 | $14K | Hold |
166
| – | – | 0.02% | 140 |
|
|
2015
Q4 | $14K | Hold |
166
| – | – | 0.05% | 134 |
|
|
2015
Q3 | $13K | Hold |
166
| – | – | 0.02% | 143 |
|
|
2015
Q2 | $13K | Hold |
166
| – | – | 0.01% | 157 |
|
|
2015
Q1 | $13K | Hold |
166
| – | – | 0.01% | 163 |
|
|
2014
Q4 | $12K | Buy |
+166
| New | +$12K | 0.01% | 162 |
|